See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,551 | $165,984+44.3% | $164,813+45.3% | $145,922+64.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.74% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.5pp |
| Employer contribution / active EE | $915 | $5,273-82.7% | $4,341-78.9% | $4,660-80.4% |
| Participant deferral / active EE | $5,957 | $6,959-14.4% | $6,031-1.2% | $6,688-10.9% |
| Admin fee / account holder | $9,190 | $16,648-44.8% | $12,690-27.6% | $13,397-31.4% |